Investment Planning Counsel
Ashley Sullivan is currently employed at Investment Planning Counsel as a Corporate Branch Manager, Compliance Officer for Branch Review, and Client Service Specialist. They bring a wealth of experience in various roles within the company since January 2011. Prior to this, Ashley worked at MJR Collection Services as a Contact Agent. In terms of education, they completed courses at the Canadian Securities Institute and IFSE Institute, focusing on topics such as Canadian Securities, Conduct Practices, and Branch Management. Ashley holds a Bachelor's Degree in History from York University, earned between 2003 and 2009.
This person is not in any teams
Investment Planning Counsel
Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers. We are a diverse group of people all driven towards one goal: helping our advisors build a better business. We support over 700 advisors who manage more than $30 billion in investments for over 200,000 Canadians. Our advisors help investors live their dreams through sound financial planning and comprehensive wealth management advice. We have strong family ties to some of Canada’s strongest and most prominent financial firms - Canada Life and Power Financial Corporation.